Use the Giving Detail tab to:
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Note: Always use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge. See Creating new pledge receipts (on page ).
Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter (on page ).
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To open the Giving Detail tab:
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Development Maintenance - Giving Detail tab key fields and buttons
Grid area fields
Two sets of grid areas are displayed. One for the:
- primary contact on the left-hand side
- spouse on the right-hand side, if applicable.
Anchor
Field | Description |
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Date | Date that the gift was received. |
Appeal | Appeal that the gift is being made in response to. |
Fund | Fund used to determine where the gift is to be directed to when it is received. |
Amount | Amount received from the donor. |
Joint Name | Name of the person who the gift is made jointly with, if applicable.
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Pledge Date | Date that the pledge was made, if applicable. |
Name | Name or names used in communications for the gift being made. If the gift is made:
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Receipt | Receipt number issued. |
Joint ID | Synergetic ID of the person who the gift is made jointly with, if applicable. |
Appeal Description | Description of the appeal that the gift is being made in response to. |
Fund Description | Description of the fund which the gift is directed into. |
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- left-hand side if the:
- primary contact makes the gift
- couple make the gift jointly
- primary contact and another community member make the gift jointly.
- right-hand side if the:
- spouse makes a payment relating to an existing pledge
- spouse and another community member make the pledge jointly.
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Button | Description | ||||||
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Add receipt for a one-off gift not received as a pledge. This allows you to create a new gift using the New Gift window. | |||||||
O_3300 | O_3300 | | Modify the highlighted item. | ||||
Delete the highlighted item. | |||||||
Preview the donor receipt. O_29688 | O_29688 | Note: This button is only active if there are items in the grid. |